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- AI for Business Brokering // Volume 3: VET & VALUE COMPANIES
AI for Business Brokering // Volume 3: VET & VALUE COMPANIES
An 8-Week Series brought to you by Tupelo
George Wellmer
September 04, 2024
gaining a competitive edge through broker ai tools
AI for Business Brokering: Week 3- VET & VALUE COMPANIES
Welcome to week 3 of Tupelo’s 8-week blog and video series on AI for Business Brokering! The third step of business brokering, is vetting and valuing companies.
Goal: Showcase outreach tools that business brokers and M&A advisors can use to analyze prospective sellers
Most business owners don’t really know what their business is worth—and not every business is sellable. Owners need to grasp their company’s value early and fast. Setting the right expectations—whether it’s about the sale price or the time it’ll take to find a buyer—is crucial. This is where technology can step into help. It equips advisors with the tools to quickly gauge a business’s value and determine if it fits the firm’s criteria, cutting down on guesswork and saving time.
CHECK OUT THESE nine tools that you can use vet or value prospective companies:
Vetting:
Advisors can use the following AI-powered tools to gather industry insights and quickly research prospects and their companies before reaching out. This ensures they are well-informed, making their interactions more effective and targeted.
 | Professional Market Analysis, powered by ChatGPT, generates market research reports in seconds. Users simply specify their research topic, define the target market, list desired data points, and set the timeframe for the data. The AI handles the rest, delivering comprehensive insights quickly and efficiently… CLICK HERE TO READ MORE |
 | Aomni leverages AI to search for relevant data and generate valuable insights on your prospects. With Aomni, business teams gain the crucial information they need to close deals faster, ensuring they are always prepared and informed… CLICK HERE TO READ MORE |
 | Crystal Knows is an AI-powered tool that scrapes the internet to identify the natural personality of any prospect. The AI aims to understand how they behave, communicate, and make decisions, helping you know your prospect before speaking with them… CLICK HERE TO READ MORE |
 | Otter.ai automatically records your meetings and creates notes and summaries with action items. Otter.ai allows you to solely focus on your customer… CLICK HERE TO READ MORE |
 | Fathom records, transcribes, highlights, and summarizes your meetings so you can focus on the conversation… CLICK HERE TO READ MORE |
Valuing
Valuing a business is a crucial part of the brokering process. Brokers often begin with an opinion of value, typically using the market approach when first engaging a potential seller. AI-powered tools streamline this process by enabling brokers to quickly generate accurate, market-based valuations. This efficiency allows brokers to focus on broader engagement topics and move more swiftly to listing agreements, ultimately speeding up the entire transaction process.
 | Company Valuation generates valuations with traditional finance methods. Simply input details about the company you wish to value, ie. industry, location, size, key metrics like adjusted EBITDA (SDE), revenue, EBITDA, etc. and the AI will take a first pass… CLICK HERE TO READ MORE |
 | Perplexity.ai is a web-based AI platform designed to answer questions and provide information by using natural language processing. It is similar to AI-driven search engines and conversational agents, aiming to give users quick and accurate responses to their queries… CLICK HERE TO READ MORE |
 | Botsonic is an AI-powered chatbot designed to integrate directly into your website, learning from your data to handle customer inquiries automatically. It enhances customer engagement, support, and sales by responding to questions based on the information you provide… CLICK HERE TO READ MORE |
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